Position in EVR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,704,127
-$140,664 QoQ
Shares Held
4,991
-19.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#290
of 703 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sargent Investment Group, LLC holds $3,889,966 across 4 Capital Markets names. EVR ranks #1 (43.8% of the industry book) .
All Filings in EVR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,704,127 | 4,991 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,844,791 | 6,180 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,100,363 | 6,173 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,362,589 | 7,004 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,891,220 | 7,004 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,402,633 | 7,023 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,369,697 | 8,549 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||